/
Add Checklist to Request types in Jira Service Management

Add Checklist to Request types in Jira Service Management

Add Checklist for certain Request types in Jira Service Management project ⚡️

💡HINT: You can automatically add a checklist template to specific Request Type by setting template as default. Read more → Set a Template as Default

 

Overview

You can automatically add a checklist to specific request types in a Jira Service Management project to give your teams clear instructions on how to proceed with each request.

Use cases:

  • ✈️ Operations: Add “Organizing a Trip” checklist for “Business Travel” requests.

  • 👋🏻 HR: Add onboarding steps for “New Hire” requests.

  • 💸 Finance: Add “Refund Compensation” checklist for “Refund” requests.

Request types in Jira define the different ways users can submit requests within a Service Management project. Each request type maps to an issue type and can have its own fields, forms, and workflow to match specific user needs.

Users can see and configure available request types under Project Settings → Request types.

 

Automation Action: Import Checklist Template new

You can use the Import Checklist Template action in Automation for Jira to import any Smart Checklist template into an issue automatically.

Steps to setup automation rule:

  1. Go to Settings → Automation → Click Create rule.

  2. Add Trigger

    1. Add Work item created trigger

    2. Add Work item fields condition

    3. In field condition select “Request Type“ field and corresponding request (e.g. “Business Travel“)

Screenshot 2026-02-26 at 16.01.43-20260226-140336.png

  1. When all conditions are set up, select Add an action

  2. Search for Import Checklist Template (or use “Add checklist items“ if you want to add checklist items that are not saved as template)

Screenshot 2026-02-26 at 16.06.17-20260226-140643.png

  1. Click Connect and enter the checklist template ID of the template you want to import in the Template ID field

Screenshot 2026-02-26 at 16.08.11-20260226-140841.png

All done! ✅ Now, every time an issue with the “Business Trip” request type is created, the corresponding checklist template will be added automatically.

 

Automation via Checklists Custom Field

☝️NOTE: Automating checklist templates via “Checklists“ custom field works only with Project templates. To import Global template, use “Import Checklist Template“ automation action

Steps to setup automation rule:

  1. Go to Settings → Automation → Click Create rule.

  2. Add Trigger

    1. Add Work item created trigger

    2. Add Work item fields condition

    3. In field condition select “Request Type“ field and corresponding request (e.g. “Business Travel“)

Screenshot 2026-02-26 at 16.01.43-20260226-140336.png

  1. When all conditions are set up, select Add an action

  2. Add Edit work item action

    • Select “Checklists“ field to edit

    • Fill in the fields with the following values:

Add Checklist items in Markdown formatting 👉🏻

- Book flights and accommodations - Arrange local transportation - Prepare travel documents - Schedule meetings and send invites - Pack work materials and essentials

Add Checklist template 👉🏻

{{project.properties."com.railsware.SmartChecklist.templateId.<Template_ID>"}}

💡HINT: Read more about templates automation here → Use Templates in Automations

image-20260226-141425.png

  1. Name your rule, save it, and turn it on.

All done! ✅ Now, every time an issue with the “Business Trip” request type is created, the corresponding checklist template will be added automatically.

 

Template ID

To find the Template ID:

  1. Open the Checklist Template you want to import and expand it.

  2. The Template ID appears next to the template name.

image-20250319-121031.png

If users will use the ID of the template they do not have access to, you will see an error in Audit log of the automation rule:

image-20251124-110359.png
Error message in the Audit log for invalid Template ID from different project